Aspire Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.27K Sell
24
-1
-4% -$53 ﹤0.01% 185
2024
Q2
$1.29K Sell
25
-216
-90% -$11.1K ﹤0.01% 168
2024
Q1
$12.4K Sell
241
-10
-4% -$514 0.01% 158
2023
Q4
$12.9K Buy
251
+3
+1% +$154 0.01% 151
2023
Q3
$12.4K Buy
248
+2
+0.8% +$100 0.01% 150
2023
Q2
$12.3K Buy
246
+1
+0.4% +$50 0.01% 158
2023
Q1
$12.4K Sell
245
-237
-49% -$12K 0.01% 155
2022
Q4
$24K Sell
482
-33
-6% -$1.64K 0.02% 140
2022
Q3
$25K Buy
515
+2
+0.4% +$97 0.02% 130
2022
Q2
$26K Sell
513
-448
-47% -$22.7K 0.02% 132
2022
Q1
$50K Sell
961
-1,579
-62% -$82.2K 0.04% 120
2021
Q4
$137K Buy
+2,540
New +$137K 0.11% 97